Report scheduler not working?
I previously set up a number of scheduled reports (more than 20) and they are all still running. Now, when I try to set up a new scheduled report, all of my reports aren't listed (just 20 are listed) and I cannot set up a new schedule. Is there now a
Deals and Emails
Hi there The function to associate emails to Deals isn't working well for some of my clients. I have had the following requests: 1. Allow the Emails to be associated to the Deal via a Unique ID in the email subject line (not manually assigned or predicted)
Linking activities to multiple accounts
Hi there, Is there a way to link multiple accounts to tasks or events? I can only seem to be able to link an activity to 1 account and . or contact? For some activities I would like to include multiple accounts. Thanks
Stop Zoho CRM moving Deal Workdrive Folders
How can I stop Workdrive from moving new deal folders created to being moved under account folders? Workflow is currently create new deal (property listing), assign to account (in this case agent on real estate team). I want to have all deals stay under
Tracking Email Clicks w/ Merge Field URLs Possible?
We've started using Email Templates in Zoho CRM. Overall they are useful, and what makes them VERY helpful is having data around Open Rate, Click Rate, etc. In a recent email template we created, we use a Merge Field for a URL hyperlink (since each recipient
What email option to use?
Hi We want to keep track of all emails sent/received to each contact within the Contacts module. We currently use o365 (Outlook) for emails. So should we use the o365 (IMAP) integration option rather than Zoho Mail? If so, does that mean we can email
Advanced CRM Analytics, Powered by Zoho Reports
Zoho CRM gives the complete picture of your customers. It also gives you Reports & Dashboards that help you analyze your data. But, when it comes to taking those tough business decisions, you need to 'slice and dice' the data so that it gives you meaningful inferences. Zoho CRM now offers the Advanced CRM Analytics, powered by Zoho Reports, to all Enterprise Edition users. With this integration, you can create insightful intelligence reports & dashboards that drive decision making in your organization.
Lead Conversion
Hello, in Zoho CRM, is it possible to only let users "convert" leads when the Rating equals "Qualified" or certain fields are not left blank? I would like to enforce that a Lead only converts to Account & Contact if its Rating is "qualified", an Account
Multiple currency limits and availability extended
Hello everyone, We are glad to inform you that from hereon multi currency feature will be available for all paid editions. Earlier only Enterprise and above edition users could use this feature. In addition, we have also increased the limits for the number
How can I add contacts from CRM to Zoho Campaigns?
Hi, I would like to send a campaing in Zoho Campaigns and need contacts from Zoho CRM. I tried to make a sync but when I have to put Custom View I don´t have any option that matches what I need. What I need? Take contacts from specifc companies that
Seperate Created Date from Created Time
I am unable to generate a report (and chart) on our leads to see how many leads we generate per day over a given period of time.. for example... 14/07/2010 = 5 13/07/2010 = 2 12/07/2010 = 7 11/07/2010 = 1 10/07/2010 = 9 etc etc It is not possible to run
General flow question
Hi, I've used CRM's for years, but I can't get my head around general flow. I have 6 resellers or so, and get quote requests regularly and find deals, leads, quotes etc confusing. When someone says, "quote me on 5 blue boxes please, don't know if I
Base Values for Industries Lookup Field (German)
We at CEYOND using the following values for the Industry selection of a company. It is used for "Branche" and also e.g. for estimate the IT budget based on the revenue. We are using those values in our new company detection extension too. Automobil Bildungswesen
Copying Modules and Fields
Does anyone know how/if you can take the customizations in the Leads module and copy them into Accounts or Contacts. For example, in leads I made a custom drop down for all the state names (as opposed to a write in) I would like to copy this over, as
How to prevent users from creating duplicated deal name or quote subject?
We don't want users to have records with same deal name or quote subject? Any solution for this? Thank you
Different users see different field names
I have recently edited a subform in the Opportunities module; added some columns and rewrote the field names in Hebrew. When I open an opportunity it looks fine, but when my employees the same one, it still appears in English... This is how it should
Custom Function: Automatically populate the State, City and Country based on the ZIP code (only for US)
Scenario: Automatically populate the State, City and Country based on the ZIP code (only for US) When a contact, lead or an account is created, you have to fill in the address details manually. You can save time by populating the value for State, City and Country based on the ZIP code you enter. You just need to enter the ZIP code and the rest will be populated automatically. Right now, we have done this custom function only for United States ZIP code. Please follow these steps: Log in to Zoho CRM
Adding Attachments to Quotes and other modules' emails
Hello, It would be great if when we use the send email option from different modules (quotes or sales orders for instance), we could add an attachment that was added in the actual quote or sales order. For instance, I make a Sales Order, I've added the
Some inquiries from the same potential customer (lead modification or new lead creation)
Hello! For us, lead means an inquiry from a specific potential customer. But some people send inquiries again and again, here is a problem… We can’t create a new lead for the same email (this function was decided to be blocked); When we receive a new
CRM Cases Module: Adding a custom Related List to show books invoices
All other modules in the system have the ability to add custom related lists however it’s not possible within the cases module. Does Zoho plan on giving the cases module some love and implement this? I know I can re-create a custom module to act as a
We can give access of record to superior role that is selected in User field.
How we give access superior role that user is selected in user field
Function Help? Remove first 3 digits from Phone # depending on Picklist value?
In Leads, Standard Layout, I have a Picklist called "Result" with the values of either: Val1 Val2 Val3 Val4 Val5 I have a custom Phone number field called "Phone3". with a 10-digit phone format. ##########. We need a function that removes the first 3
Advanced Read/Write Permissions
We update records through an API. How can we set some sort of rule or permission that enables the API UPSERT function to overwrite an existing value IF the existing value is something specific (like NULL or NA), but NOT if it contains another value. (I
Tasks
Why do tasks still show up in tasks after they have been marked completed?
Reoccurring Deals - Zoho CRM
Does anyone know a way to get a deal to reoccur each year? For example - I have a custom field in our Deals called Category. My Categories are Fall, Winter, Spring. On April 1st I want all of my Fall Deals to automatically get re-created. On Sept
Problems with Function Parameters and having to use different ones to Associate a Workflow
Hi All! I am not sure if this is a problem, a limitation of the system or that I haven't figured it out how to use it appropaitely. So, I finally managed to be able to create some functions. I managed to run it successfully and I decided to use it to
How to add a number after the internation prefix
Hello, I have one problem and only happens with the Mexico code phone we have installed the WhatsApp Woztell in our zoho crm, when a lead send the phone number the lead send automatically the international prefix +52 xxxxx xxxxx. But WhatsApp don’t detect
Activities Details
You can check without open activity with this function in new system. RelatedTasks = zoho.crm.getRelatedRecords("Tasks","Accounts",accId.toLong()); RelatedEvents = zoho.crm.getRelatedRecords("Events","Accounts",accId.toLong()); RelatedCalls = zoho.crm.getRelatedRecords("Calls","Accounts",accId.toLong()); RelatedNotes = zoho.crm.getRelatedRecords("Notes","Accounts",accId.toLong()); total = RelatedTasks.size() + RelatedEvents.size() + RelatedCalls.size(); mp = Map(); mp.put("Task_Count",RelatedTasks.size());
How do you move a dead lead somewhere else other than your active?
How do you move a dead lead somewhere else other than your active?
Problem with second subform in quotes while trying edit the PDF model
Hi, My quotes have 2 subforms as some products are really different with differents subitems that can't be merge. It is OK in quotes module but when trying to design the model for creating the quote as a pdf, I can't find this secondary SUbform. The first
Function-4: Get the total quantity, taxes and discounts for a record at a glance!
Welcome back folks! Last week, we learnt about auto-update of account information across CRM. This week, let's look at a custom function that makes accounting and report generation easier by automatically calculating the amount of tax, discounts and the quantity of items for a particular record in a quote, invoice, purchase order or sales order. Business scenario: I'm sure you agree that meticulous tracking and management is critical for your business to hold up and flourish. You need to keep an
Selling Retirement Plans in a Competitive Market ft. Brian Dunkin | Small Business Heroes E06
In the sixth episode of Small Business Heroes, we have an interview with Brian Dunkin from Indianapolis ZUG, a veteran sales consultant with FACTS Inc. Brian brings over 30 years of sales experience in the finance industry and talks about his strategy
Emailing from Activities, Tasks, Events like you can from Activities
One can go into Contacts, and choose specific contacts, then choose "More Actions." There, you can email a template to the list, or add tasks to all the contacts you selected etc. Is there anyway to do the same from Activities Tab? There is the choice of "More Actions" but it limits your choices to "mass update" or "change Owner" and that's it. No capability to email, create tasks etc from there. I use my Activities tabs to set appointments with my clients. We often have 30-50 tasks or events
Using Zoho as a Service Provider with Salesforce as an Identity Provider!
Hello all, I have been trying to establish a SSO between Salesforce (IDP) and Zoho (SP), I did everything as shown on internet yet, when I click on the Zoho org in my Salesforce Org, it throws me to login page, and in case I am already logged in, only
Help with Bulk Write API - Accounts Module with custom layout
We are trying to update our Accounts module via Bulk Write API for the first time, to test it we prepare a CSV file with only 2 records Layout,id,IM_Balance,Ingram_Micro_Line_of_Credit Zoho 3.0,1118734000025841001,1.000000,1.000000 Zoho 3.0,1118734000025841001,1.000000,2.000000
Export Report to Excel - Numbers show as "Number Stored as Text"
Exporting a report from CRM to Excel 2010 results in numeric and currency columns showing as text values rather than numeric values in Excel. Each numeric cell will have an error indicator as shown below. Converting these cells to numbers has to be done
HOW TO Get Related Records from Zoho CRM with custom module ?
Hello, I dont find any réponse, how to get all related Records of a custom module assigned to account module ? My code : lst_contrats = zoho.crm.getRelatedRecords("Contrats", "Accounts", account_id.toLong()); Contrats is my custom module And Each contrat
Sandbox API with Python SDK
Hi! I'm currently looking to run some tests using the sandbox with Python. I managed to configure the sandbox by creating a new secret under https://api-console.zoho.com/ but investigating a little bit I saw the SDK has an option to use sandbox by configuring
Reply All Does Not Work In New Email Version
When users attempt to `Reply All`, not all contacts from initial message are included. Original Message Reply All
Triggering workflow when specific fields are edited
Is there a way to do this in Zoho CRM? From what I can see, the level of granularity set for when a workflow will fire is at a very generic level (Create, Create/Edit, Delete). I would really like to tell the workflow engine to initiate the rule when
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